Customer Service Representative Evaluation - COPIE

How would you consider your initial impression to the landscape and surrounding prior to entering the branch?

Would you please take a few minutes to describe what about the location or surroundings stands out:

The branch allowed for a comfortable and professional setting:

What was your initial impression of the sales representative(s) greeting and appearance?

Would you please take a few minutes to describe what about representative stands out:

Was the customer service representative aware of what was important in serving the customer?

Very aware at the first attempt

Aware, but only after some research or further questioning

Somewhat aware

Not aware, but able to ask another representative who was

Not at all aware

Other

Was the representative alert to the sales opportunities and were the products presented in an orderly and neat manner?

The representative was knowledgeable on all prompted opportunities and products

The representative introduced me to new products more beneficial to my needs

The representative was not completely knowledgeable but used other resources to assist and become more familiar with the promotion

The representative knew the promotions presented but offered little or no advice on other promotions

The representative knew little or nothing about any of the promotions mentioned

Other

The customer service representative handled my questions/concerns/interests in a timely fashion

Was there anything about the courteousness of the service that stands out as being superior?

What about the representative could be improved?

If a problem occured, what would best describe what happened?

Did the customer service representative(s):

Did the customer service representative illustrate any of the following acts:

Please contact [email protected] if you have any questions regarding this survey.